Power BI
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Brandon

Power BI Report Server or Power BI SaaS: which is right for me?

Recently, Crestwood was asked three questions that pertain to Power BI in the cloud (the Microsoft SaaS offering) and how it compares to the on-premise (or cloud-hosted) Power BI Report Server solution.  Both solutions enable Power BI reports and visualization construction by leveraging the power of Microsoft’s Power BI services, but there are notable differences … Read more

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Virtual Invoices for Dynamics GP
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Ben

Getting to a Remote Workforce

We realize you might be tired of hearing about COVID-19, but if you need assistance getting your employees safe, secure, and reliable remote access so you can keep your business moving forward, we have a special offer for you. Crestwood, along with Microsoft, bring to you: Free Microsoft Office licenses for six months (including web … Read more

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Crestwood Cloud
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Ben

Are You Sure that You’re Really in the Cloud? A Gray Market Cloud Horror Story

You are a savvy business owner; your business processes and ERP are backed up in the cloud. You’ve seen the statistics, heard the horror stories, and you’ve made the necessary steps to feel secure. But what does “in the cloud” really mean? How secure is your data really? Gray Market Cloud Spells Doom for One … Read more

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Dynamics SL Challenges
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Mike

5 Microsoft Dynamics SL Challenges (and How to Address Them)

Microsoft Dynamics SL has long been the go-to for project-based businesses in need of a focused solution that delivers financial management, project management and accounting, distribution, field service, payroll, e-business, and more. However, while it does do many things well, there are certain areas where it could be improved, better customized, or better supported. 1. … Read more

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Microsoft Dynamics Changes
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Mike

New Tech Support Portal: Big Change Coming for Microsoft Dynamics Users

Life would be so boring without change, don’t you think? We know that Microsoft agrees with that! One big change is coming that we wanted to make you aware of: the new, modern portal for submitting support requests for all Dynamics products (like Dynamics GP, Dynamics SL, and Dynamics 365 Business Central). Microsoft is working … Read more

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Management Reporter Refresher
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Mike

A Management Reporter (MR) Refresher: Advanced MR Tips with Downloadable Guides

Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL! Management Reporter (MR) in Dynamics GP is known for the valuable financial data it can offer — and in turn the … Read more

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CustomerSource BlendedLearning
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Nancy

Microsoft CustomerSource – The One-Stop Support Shop for Dynamics Customers

Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and functions.  Here’s a quick guide … Read more

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New Features on Collections Management for Dynamics SL
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Colleen

Three New Features Coming Soon to the Collections Management Crestwood Add-on Module for Dynamics SL 2018

We are excited to give you a preview of some of the new features in Crestwood AR Collections Management for Microsoft Dynamics SL 2018.  In addition, this functionality will be available as a Feature Pack for SL 2015 Users! Attach Statements to Emails – When you are mass producing Dunning Letter emails you will now have … Read more

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Lori

Importing Budgets to Dynamics SL from Excel

Entering budgets directly into Dynamics SL can be a tedious task.  No one wants to enter budgets one account or subaccount at a time.  To save time and reduce mistakes,  it is easier to enter the budget information into Microsoft Excel first, in the proper Dynamics SL format, and then import it. Steps to import … Read more

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Voided check
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Mike

Microsoft Dynamics SL Void Check Issue

Many of our Dynamics SL clients have had an issue when trying to void a check and receive the following error:  Check status is not outstanding, please reenter.   The Fix: In most cases, we found this problem is caused by a previous attempt to void the check and the batch has been saved and … Read more

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